Will You Be Ready for Taxes During Retirement?

October 23, 2017

Don’t live by default—live Life on Purpose and remember that the young person you are today will be the only one to take care of the old person you will be some day. Every year you wait is another year you put yourself at risk. Start planning today!


Top 5 Mistakes Business Owners Make

October 16, 2017

Are you passionate about your business? Do you want to see your business succeed? Here are the top 5 mistakes that we've found that business owners make.


We Are Due for a Market Correction

October 10, 2017

There is no crystal ball when it comes to investing, but a correction will occur at some point. Do you have a plan in place for when it does?


Family Support Checklist

October 3, 2017

Recently, we were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical, emotional, and financial responsibility for your parents.


Why NOT to Buy Life Insurance

September 26, 2017

If you died today, what would happen to your family, your business or ranch? How would everyone you love be affected? What if something happened today that left you uninsurable for the rest of your life? Can you foresee a point in your life that your loved ones would be financially crippled because you didn’t have life insurance?


6 Things You Probably Didn’t Know About Life Insurance

September 18, 2017

Today there are thousands of insurance carriers, tens of thousands of products and even more bells and whistles on top of that. How do you know what you truly have and if it will be there when your family really needs it?


A Lifetime Tool

September 11, 2017

September is life insurance awareness month. We recommend talking to a financial expert that knows the right
questions to ask to assure the correct steps are made to protect those you care about.


Health Savings Account - The Best Kept Secret

September 5, 2017

Since health savings accounts (HSAs) became available in 2004, we have found that very few people really understand their power.


Live with Purpose

August 29, 2017

What is your purpose? Is it leading? Is it serving? Is it being a good parent, grandparent or teacher? Is it giving back? Is it simply being a good friend? Or encouraging? None of these are destinations, but all of them build a legacy your family will be proud of.


An Unexpected College Planning Tool

August 22, 2017

The college experience is simply not was it was when most of you were attending - and it continues to evolve. When beginning your conversations about planning for higher education expenses, it is crucial to identify the most important aspects of your child or grandchild’s unique situation.